Overview
Chat with Atlas for Field Pro to turn call recordings into clear actions, understand close rates, revenue drivers, objections, and coaching opportunities in seconds.
Who uses this feature
Office employees
Primarily for Residential Service business types
Feature configuration
Atlas, the AI sidekick built into ServiceTitan, is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
To get started with Field Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out this form.
Things to know
Data and privacy:
Atlas is powered by Titan Intelligence (TI). It may generate inaccurate, incomplete, or outdated responses. Verify details before acting and don’t treat it as professional advice. Your conversations may be stored to improve the service. Avoid sharing sensitive information.
By using Atlas, you agree to use this feature responsibly, and further acknowledge and agree that any data collected will be used in accordance with our Privacy Policy and may be shared with third-party service providers.You can only ask questions about Field Pro in Atlas while you’re on the Field Pro screen.
Best practices
Ask clear and focused questions to get accurate answers.
Be specific: include a timeframe or technician name when possible.
Turn insights into action: use Atlas results to guide coaching, script updates, or process changes.
Use cases
You want to improve how your technicians handle objections during sales, but finding the right calls to review feels time-consuming. To make this easier, use Atlas in Field Pro to identify which calls include specific objections and how those calls performed.
How it works
Atlas reviews the call recordings and sales outcomes to answer questions about technician performance, revenue, and customer interactions.
It looks at:
Deal outcomes such as wins, losses, and total revenue.
Call details including date, duration, and technician.
Conversation content such as objections, discounts, and competitor mentions.
Sales skills like objection handling, empathy, and closing language.
Use Atlas in Field Pro for sales coaching
Go to the navigation bar and click Field Pro
. On any Field Pro screen that opens , click Atlas
.
Type your question, for example: What is our overall close rate this month?
Example questions to ask Atlas in Field Pro for sales coaching
You can ask Atlas about different aspects of your Field Pro data. Start with one of these topics to get quick, actionable insights:
Performance rankings: Learn who’s performing best.
Who are our top 5 technicians for close rate?
Who generates the most revenue?
Key metrics: Get a quick snapshot of performance.
What is our overall close rate this month?
What’s the average deal size?
Success factors: Understand what drives your results.
How does call duration affect our close rate?
Average revenue when a discount is mentioned?
Customer insights: Discover what customers are saying.
Most common objections?
Which competitors come up most?
Trends: Identify patterns over time.
Which weekday has the highest close rate?
Tip: You can refine results with filters such as for last week, for calls over 30 minutes, or for adding technician names.
Want to learn more?
See Field Pro